Let me briefly outline the issues I come with...
When major money is at stake, investors want to be sure they can trust the institution they are entrusting with it. It’s pretty obvious. This includes both institutional and individual investors.
Trust is built in many ways. Among others, by presenting your investment performance in periodic reports or newsletters. Nevertheless, this cannot be done randomly.
A well designed paper is like a well cut suit. It may build trust and perception of professionalism or gives impression of disreputable and disrespectful for the clients and… their money. There are no catches here, it is what it is.
The main document with which you communicate with the people bringing you money must look good. It must be professional to build trust in you. It must respect the investor to whom it goes. There are no shortcuts.
It is no coincidence that the largest funds have very elegantly and carefully drafted documents.
Surprising results of analysis of 460+ periodic reports
We’ve been active in the financial industry for years and we understand its specifics, we know what matters for clients and investors, what sells. Seeking for investment information, we’ve reviewed over 460 periodic reports and letters to investors that clients get from funds (probably also your).
We were surprised. In more than 410 we’ve found serious errors, mess and disrespectful. All of that affect clients’ investment decisions. Affects your business results!
Solution
Since we have our own editorial team (with deep knowledge of marketing and sales), the idea came up to help others.
We propose that we go through some of your reports or letters and show what can be improved. We will revise what should be done to avoid undermining trust and avoid negative reactions from investors.
First one is on us, no strings or obligation on your part, no hidden invoices. So why we’re doing this? Firstly, to help the financial industry’s image a bit. And to build some collaboration for the future.
Just send us a paper that you would like to consult to alpha@lupi.media. You will receive a brief summary from us in a few days.
Looking forward to hearing from you!
